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UTI Large Cap Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.93 | 43.42 | 1.27 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.46 | 41.35 | 1.39 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| BSE 100 - TRI |
About Large Cap Fund
Large Cap funds invest in stocks of the top 100 companies in terms of full market capitalization. They invest at least 80% of their assets in large cap companies. These funds are relatively less riskier than other market cap funds.
Peers & Comparison
EquityLarge Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI Large Cap Fund(IDCW) | 15.05% | 10.57% | 7.74% |
| ICICI Pru Bluechip Fund(IDCW-Payout) | 21.28% | 14.26% | 11.53% |
| SBI BlueChip Fund(IDCW-Payout) | 21.65% | 16.10% | 14.42% |
| Mirae Asset Large Cap Fund(IDCW) | 12.20% | 11.51% | 14.56% |
Price Comparison
Compare UTI Large Cap Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 1.05 %
Holdings
9.82 %
1.05 % - ICICI Bank Ltd3M change : 1.15 %
Holdings
8.11 %
1.15 % - Infosys Ltd3M change : -1.18 %
Holdings
6.59 %
-1.18 %
AMC Profile
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
66
Total AUM
₹ 2,21,064.60 Cr.
Fund Manager Profile
Karthikraj Lakshmanan
AUM: ₹15,841.15 Cr.
|
Exp: 5yrs
Qualification
B.Com, PGDBM, ACA, CFA (US CFAI).
Past Experience
Data not available
Funds Managed (8)
UTI MNC Fund(IDCW)
UTI Large Cap Fund(IDCW)
UTI MNC Fund-Reg(IDCW)
UTI Large Cap Fund-Reg(IDCW)
UTI MNC Fund(IDCW)
UTI MNC Fund-Reg(IDCW)
UTI Large Cap Fund-Reg(IDCW)
UTI Large Cap Fund(IDCW)
Manager Performance (0)
Tax Implications
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Investment frequency
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One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
UTI Large Cap Fund | Focus on Wealth Creation | Invest Now
1 week ago•UTI Mutual Fund
UTI Large Cap Fund (Erstwhile UTI Mastershare Unit Scheme) | India’s First Equity Fund
1 year ago•UTI Mutual Fund
UTI MF Market Insight -Equity | August 2023
1 year ago•UTI Mutual Fund
Framework for sector selection and downside protection in UTI Mastershare Unit Scheme
1 year ago•UTI Mutual Fund
Portfolio construction of UTI Mastershare Unit Scheme and its alpha drivers
1 year ago•UTI Mutual Fund
UTI Fund Insights | UTI Mastershare Unit Scheme with Karthikraj Lakshmanan
1 year ago•UTI Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%